Aeberli Treuhand · Specialist advisory
Business advisory for SMEs

Specialist advisory for new opportunities.

Business plans, financing talks, restructuring and employee participation — we support you with the big business questions and act as a sparring partner for the board and management.

Board · MgmtSparring partner for executives
BankSupport in financing talks
ESOPEmployee participation plans
1946Experience since
Strengthen your position.

The success of your company depends not only on innovation and commitment — but also on the constant optimisation of structural, administrative and financial conditions.

We support you in growth, realignment and difficult decisions: with an outside view, knowledge from fiduciary, tax and law — and as a sparring partner on equal terms.

Service areas

When it comes to the big questions.

Schedule a meeting →
01

Business plans & financing

A convincing plan is the basis for any financing — we develop it with you.

  • Preparing business plans
  • Support in drawing them up
  • Support in meetings with banks
02

Restructuring & expansion

Whether growth, realignment or an orderly exit — we plan the steps with you.

  • Restructuring
  • Expansion
  • Liquidation of companies
03

Employee participation

Retain good employees and let them share in the success — legally and fiscally sound.

  • Designing participation plans
  • Tax assessment
  • Implementation & documentation
04

Sparring for executives

An independent counterpart for board and management — confidential and solution-oriented.

  • Strategic questions
  • Board & management
  • Preparing decisions
Approach

From the idea to the plan.

  1. 01

    Assessment

    We analyse your company's starting position, goals and framework.

  2. 02

    Concept

    We develop options — thought through financially, fiscally and legally.

  3. 03

    Decision

    We prepare the basis for decisions by the board, management or bank.

  4. 04

    Implementation

    We support the implementation — and remain your contact afterwards.

At a glance

Our services.

Support in drawing up your business plan and in meetings with banksRestructuring, expansion and liquidation of companiesDesigning employee participation plansSparring partner for executives (board, management, etc.)Preparing business plans
Your contacts

Advice. On equal terms.

You speak directly with experienced partners who know companies from practice.

FAQ

Good to know.

What makes a good business plan?

Business model, market and competition, organisation, projected income statement, liquidity and financing plan, and the key risks. Banks and investors above all want comprehensible figures — and that is where we support you.

How does employee participation work?

Employees receive shares, options or a profit-related participation. What matters are clear rules for joining and leaving, the valuation of the shares and the tax consequences for employees and the company. We work out the right plan with you.

Why an external sparring partner?

Because an independent view helps to spot blind spots and prepare decisions thoroughly — confidentially and without internal conflicts of interest.